2023 Form 5500 filing — Chicago Mercantile Exchange, Inc. 401(K) Savings Plan
Plain-English filing summary
According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20241007124209NAL0007574467001) for Chicago Mercantile Exchange, Inc. 401(K) Savings Plan, reported by Chicago Mercantile Exchange, Inc. under EIN 36-4340266 and plan number 002. It reports 3,829 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241007124209NAL0007574467001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Chicago Mercantile Exchange, Inc.
- EIN
- 36-4340266
- Plan number
- 002
- Location
- Chicago, IL
- Participants
- 3,829
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $932,324,496
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $932,324,496
- Employer contributions
- $9,230,824
- Participant contributions
- $33,779,543
- Total income / additions
- $218,954,252
- Benefits paid
- $76,704,575
- Administrative expenses
- $558,068
- Total expenses
- $77,267,705
- Net increase / (decrease)
- $141,686,547
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Fidelity Investments Inst Op Co LLC | NONE | $229,919 | $0 |
| Strategic Advisors, Inc. | NONE | $124,293 | not reported in the loaded dataset |
| Financial Engines | NONE | $109,351 | not reported in the loaded dataset |
| Captrust Financial Advisors | NONE | $85,000 | not reported in the loaded dataset |
| Edelman Financial Engines, LLC | NONE | $18,567 | not reported in the loaded dataset |
| Forvis Mazars | NONE | $15,200 | not reported in the loaded dataset |
| Forvis Mazars Wealth Advisors, LLC | NONE | $7,200 | not reported in the loaded dataset |